Senior Trust & Estates Advisor: Client Growth & Compliance

Extraco Corporation; Waco (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Extraco Banks in Waco, Texas seeks a Trust Advisor to administrate Personal and Family Trusts and Estates. You will develop client relationships, oversee profitability and compliance, and pursue new client opportunities from the office in Waco.

Qualified candidates have at least five years in a Trust Advisory role, with strong math and accounting skills, and proficiency in MS Word, Excel, and PowerPoint. A Bachelor's degree is required; advanced degrees or CPA are a plus.

Qualifications

• Bachelor's degree required; advanced degrees or CPA a plus.
• Background in Finance, Accounting, or Law is a plus.
• Experience in Trust Advisory or related field is preferred.

Responsibilities

• Managing a book of trust and agency clients and client requests.
• Prospecting for new business with contacts and Centers of Influence.
• Monthly client Investment reviews, Annual Reg 9 compliance reviews, and 90 Initial Account opening reviews.
• Common Trust Fund management.
• Managing tax reporting process for clients.

Skills

Interpersonal skills

Verbal communication

Written communication

Education

Bachelor's degree

Master's/JD/MBA/CPA beneficial

Tools

MS Word

Excel

PowerPoint

Job description

Extraco Banks in Waco, Texas seeks a Trust Advisor to administrate Personal and Family Trusts and Estates. You will develop client relationships, oversee profitability and compliance, and pursue new client opportunities from the office in Waco.

Qualified candidates have at least five years in a Trust Advisory role, with strong math and accounting skills, and proficiency in MS Word, Excel, and PowerPoint. A Bachelor's degree is required; advanced degrees or CPA are a plus.